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Why do colleagues choose Cerity Partners?
Cerity Partners empowers its partners to better serve and develop clients with an expansive suite of wealth management services, robust centralized resources, and multiple growth channels. At the heart of our firm is an entrepreneurial spirit and a shared passion for building and growing a partnership together.
Enhanced Client Experience
Our client-facing partners and colleagues have access to subject matter experts across financial planning, investment management, tax planning and preparation, estate and trust planning, family office and concierge services, and many more areas, enabling them to focus solely on the best interests of their clients.
Partnership
Professionals at Cerity Partners are not employees; they are partners and colleagues who embrace their entrepreneurial spirit, control their professional and economic success, and influence the firm's strategy and direction, ensuring our collective success.
Grow Their Practice
We support our client-facing practices with efficient operations, client referrals, marketing assistance, and leading technologies including AI. This support, combined with our collaborative culture and strategic relationships, lays the foundation for substantial practice growth.
Build Wealth
We are a true meritocracy. Professionals benefit from formulaic, merit-based participation in the firm’s cash flow and equity, with substantial upside potential.
The Cerity Partners Vision
Kurt Miscinski, Partner & Chief Executive Officer, Claire O’Keefe, Partner & Head of Partner Development, and other members of the Cerity Partners leadership team share their vision for the firm.
The Power of Partnership
Comprehensive Support From Day One
When you join Cerity Partners, a purpose-built team is already in place to support you so you can focus on what matters most – client service and new client development. Our infrastructure spans transition, practice growth, training and development, technology, and operations, all backed by a partnership that rewards your contributions with a merit-based compensation program that includes equity awards.
Transition & day one support
- Dedicated internal team to ensure seamless client transition process
- Experts across all functions to drive efficient onboarding experience
- Project management team customizes transition plan and ensures each part of transition is managed appropriately
- Human capital matters such as benefits and payroll centrally managed from day one
Strategic Planning & Growth
- New clients referred to your practice through strategic partnerships with global corporations, leading organizations, and custodians
- National marketing initiatives and local marketing support drive new clients to you
- Fully dedicated team of practice development experts to grow your practice meaningfully and thoughtfully
- Cerity Partners University, an in-person, virtual, and on-demand training and development curriculum
Technology & Client Reporting
- An integrated technology stack built for wealth management at scale
- Operational efficiency through Artificial Intelligence and continuous investment in innovation
- Customized client reporting, performance analytics, and a secure client portal
- Enterprise-grade cybersecurity and data protection
Operational Excellence
- Institutional-grade investments team for research, portfolio management, and trading, which increases efficiency, lowers fees, and provides leading access, especially to the private markets
- In-house planning expertise across tax, estate, trust, risk management, cross-border, and many more
- Devoted teams for client matters including billing, reporting, and custodian support
- Dedicated legal and compliance functions for contract reviews and all regulatory matters
Meet the Partner Development Team
At Cerity Partners, our Partner Development Team is dedicated to driving strategic growth and cultivating enduring relationships. Comprised of seasoned professionals from diverse backgrounds, our team brings together a wealth of experience and a shared dedication to excellence. We work collaboratively to ensure that our partners receive unparalleled support, resources, and guidance through every transition.
